Purchases and Sales Made in Q1 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
724New |
$130K - $151K
|
724
$176K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
722+ 56.67% |
$130K - $151K
|
2K
$485K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
721+ 3.71% |
$129K - $151K
|
20.2K
$4.89M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
716+ 1.83% |
$129K - $149K
|
39.8K
$9.65M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
715+ 9.24% |
$128K - $149K
|
8.45K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
709+ 5.04% |
$127K - $148K
|
14.8K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
705+ 2.96% |
$127K - $147K
|
24.5K
$5.96M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
705New |
$127K - $147K
|
705
$171K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
701+ 6.61% |
$126K - $146K
|
11.3K
$2.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
699+ 10.13% |
$125K - $146K
|
7.6K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
697+ 5.66% |
$125K - $146K
|
13K
$3.16M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
689+ 5.11% |
$124K - $144K
|
14.2K
$3.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
684+ 0.42% |
$123K - $143K
|
163K
$39.5M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
680+ 2.7% |
$122K - $142K
|
25.9K
$6.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
668+ 1.49% |
$120K - $139K
|
45.4K
$11M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
668+ 2.19% |
$120K - $139K
|
31.2K
$7.58M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
663+ 10.49% |
$119K - $138K
|
6.99K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
641+ 8.21% |
$115K - $134K
|
8.45K
$2.05M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
639+ 10.85% |
$115K - $133K
|
6.53K
$1.59M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
623+ 9.46% |
$112K - $130K
|
7.21K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
607+ 0.91% |
$109K - $127K
|
67.4K
$16.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
591+ 3.43% |
$106K - $123K
|
17.8K
$4.33M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
590+ 17.37% |
$106K - $123K
|
3.99K
$968K
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
589+ 3.55% |
$106K - $123K
|
17.2K
$4.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
589+ 11.41% |
$106K - $123K
|
5.75K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
583+ 2.11% |
$105K - $122K
|
28.2K
$6.84M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
581+ 0.79% |
$104K - $121K
|
74K
$18M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
571+ 1.4% |
$103K - $119K
|
41.5K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
571+ 17.9% |
$103K - $119K
|
3.76K
$913K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
566+ 9.94% |
$102K - $118K
|
6.26K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
561+ 1.31% |
$101K - $117K
|
43.5K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
560+ 0.75% |
$101K - $117K
|
75.5K
$18.3M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
550+ 7.8% |
$98.7K - $115K
|
7.6K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
542+ 28.6% |
$97.3K - $113K
|
2.44K
$592K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
537+ 0.89% |
$96.4K - $112K
|
60.8K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
537+ 4.54% |
$96.4K - $112K
|
12.4K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
535+ 14.77% |
$96K - $112K
|
4.16K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
534New |
$95.9K - $111K
|
534
$130K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
533+ 13.13% |
$95.7K - $111K
|
4.59K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
525+ 1.64% |
$94.2K - $110K
|
32.6K
$7.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
515+ 17.35% |
$92.4K - $108K
|
3.48K
$846K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
503+ 1.51% |
$90.3K - $105K
|
33.9K
$8.24M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
502+ 21.15% |
$90.1K - $105K
|
2.88K
$698K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
498+ 2.95% |
$89.4K - $104K
|
17.4K
$4.22M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
495+ 3.12% |
$88.9K - $103K
|
16.4K
$3.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
492+ 2.75% |
$88.3K - $103K
|
18.4K
$4.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
488+ 14.48% |
$87.6K - $102K
|
3.86K
$937K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
488+ 0.49% |
$87.6K - $102K
|
99.9K
$24.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
484+ 5.06% |
$86.9K - $101K
|
10K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
473+ 1.74% |
$84.9K - $98.7K
|
27.6K
$6.71M
|